PFG
O icon

Piershale Financial Group’s Realty Income O Stock Holding History

Piershale Financial Group’s Portfolio O Stock Details O Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$7.35K Hold
123
– – ﹤0.01% 134
2023
Q1 		$7.79K Hold
123
– – 0.01% 134
2022
Q4 		$7.8K Buy
+123
New +$7.64K 0.01% 133

Other funds holding O

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Piershale Financial Group's O Position: Q2 2023 in Review

Piershale Financial Group held its Realty Income (O) position steady in Q2 2023 at 123 shares worth $7.35K. The position accounts for ﹤0.01% of the portfolio, ranked #134.

Piershale Financial Group first reported a position in O in Q4 2022 and has held it in 3 quarters since. The position peaked at $7.8K in Q4 2022. 1,098 funds tracked by Wall St. Rank hold O as of Q2 2023.

  • Piershale Financial Group held 123 shares of Realty Income worth $7.35K as of Q2 2023.
  • Piershale Financial Group left its Realty Income share count unchanged in Q2 2023.
  • Realty Income made up ﹤0.01% of Piershale Financial Group's portfolio in Q2 2023, its #134 holding.
  • Piershale Financial Group first reported a position in Realty Income in Q4 2022 and has held it in 3 quarters since.
  • Piershale Financial Group's Realty Income position peaked at $7.8K in Q4 2022.
  • 1,098 funds tracked by Wall St. Rank held Realty Income as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.